Administrative Support

We are seeking an Administrative Support to join our team at Phillips Hager & North Investment Services, a part of RBC. As an Administrative Support, you will provide administrative and operational support to Investment Advisors who deal with mass affluent and high net worth clients.

Responsibilities:

• Preparing, sending and tracking investment policy statements
• Involved in asset mix analysis, and rebalancing the portfolio (with Manager's approval) where required
• Ensuring compliance and regulatory adherence of client portfolios and trades
• Researching and updating client files in the contact management system
• Attending meetings, compiling notes, and following up on outstanding issues with Investment Advisors
• Assisting Investment Advisors in preparation for Client Meetings
• Running reports and assisting to decipher any discrepancies that appear on Investor Statements
• Creating estate packages, compiling manager review schedules and booking appointments, and assisting with mail outs as required
• Communicating with clients over the phone to help them with their queries, taking/completing trades, helping with their accounts or following up on any issues.

Requirements:

• Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC), licensed for at least 1 year
• 2-3 years' experience in a similar role in the Investment Industry
• Demonstrated excellence with Customer Service – minimum 2-3 years' experience
• Advanced proficiency with MS Office (Word, Excel, Powerpoint)

Nice to Have:

• Working towards PFP, CFP or CIM

What we offer:

• A comprehensive Total Rewards package, including comprehensive salary, bonus, benefits
• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• A strong and diverse team
• Management that supports your work and progression

The expected salary range for this position is $46,000 - $70,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.